calibration process in sap pm

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1. Purpose: This document highlights the Calibration process for Test Equipments in SAP PM. 2. Inclusions in this document: Primarily to highlight the Data objects, Process flow with key emphasis on additional process steps to be performed in Test Equipment Management (Calibration as known in SAP). Test Equipment Management is a PM - QM integration functionality provided in SAP Quality Management module. As QM module is currently not in use within lIuka, this document would stress on aspects of QM which are relevant to the process and would be new to MPA process scope. 3. Exclusions from this document: This document does not get into details of maintenance order processing to a great depth as it is understood that users are adept in the process. Integration points are however detailed wherever relevant. 4. Terminologies and Process: Master Inspection Characteristics (MIC): Master Inspection Characteristics signifies the characteristics of a material/Test Equipment which will be observed during Inspection and the value of the same Test recorded. For example: In this document wehave considered the Test Equipment as a Pressure Gauge whose key Inspection characteristic (MIC) would be Pressure reading (would include Lower Reading, Upper Reading, Mean Reading if relevant). Master Inspection Characteristics for Test Equipment management should preferably be maintained as master data in SAP to facilitate accurate and seamless Calibration Management process. Inspection type: Inspection type is a term introduced from QM module. It simply refers to the source of Inspection. For example: If the source of Quality inspection is Goods receipt, Inspection type is 01, if it is Production receipt it is 04, for Test Equipment Calibration work it is 14 and so on. For Calibration (Test Equipment Management) scenario, inspection type 14 should be used, as demonstrated in this document. Inspection point: Inspection points are used to identify objects under inspection. For example - Inspection point to identify samples, Inspection point to identity Maintenance objects,freely defined Inspection points and so on. Inspection point 300 is used to identify Equipments for Calibration in Standard SAP system. A configuration snapshot below: Inspection Lotlnspection Lots are generated on a sample based on a specific trigger or manually. In calibration work, Inspection Lot on a Test Equipment (using Fixed sample of quantity 1) would be created when a Calibration work order is released. Inspection Lot No 14xxxxxxxx.. will be generated with Inspection type as 14.

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Page 1: Calibration Process in SAP PM

1. Purpose: This document highlights the Calibration process for Test Equipments in SAP PM.

2. Inclusions in this document: Primarily to highlight the Data objects, Process flow with keyemphasis on additional process steps to be performed in Test Equipment Management(Calibration as known in SAP). Test Equipment Management is a PM - QM integrationfunctionality provided in SAP Quality Management module. As QM module is currently not inuse within lIuka, this document would stress on aspects of QM which are relevant to theprocess and would be new to MPA process scope.

3. Exclusions from this document: This document does not get into details of maintenanceorder processing to a great depth as it is understood that users are adept in the process.Integration points are however detailed wherever relevant.

4. Terminologies and Process:

Master Inspection Characteristics (MIC): Master Inspection Characteristics signifies thecharacteristics of a material/Test Equipment which will be observed during Inspection and thevalue of the same Test recorded. For example: In this document wehave considered the TestEquipment as a Pressure Gauge whose key Inspection characteristic (MIC) would bePressure reading (would include Lower Reading, Upper Reading, Mean Reading if relevant).Master Inspection Characteristics for Test Equipment management should preferably bemaintained as master data in SAP to facilitate accurate and seamless CalibrationManagement process.

Inspection type: Inspection type is a term introduced from QM module. It simply refers to thesource of Inspection. For example: If the source of Quality inspection is Goods receipt,Inspection type is 01, if it is Production receipt it is 04, for Test Equipment Calibration workit is 14 and so on. For Calibration (Test Equipment Management) scenario, inspection type14 should be used, as demonstrated in this document.

Inspection point: Inspection points are used to identify objects under inspection. For example- Inspection point to identify samples, Inspection point to identity Maintenanceobjects,freely defined Inspection points and so on.

Inspection point 300 is used to identify Equipments for Calibration in Standard SAP system. Aconfiguration snapshot below:

Inspection Lotlnspection Lots are generated on a sample based on a specific trigger ormanually. In calibration work, Inspection Lot on a Test Equipment (using Fixed sample ofquantity 1) would be created when a Calibration work order is released. Inspection Lot No14xxxxxxxx.. will be generated with Inspection type as 14.

Page 2: Calibration Process in SAP PM

ar.",. V"HIW '7nsp«:tion poInt/UItJr field aHnbi".tiDn If: Dtbils

., h J ti ~liHI,.. - .......

Result Recording& Usage decision:Result recording is carried out on the Inspection Lot generated.During result recording, the value of the MIC as observed during Calibration/Inspection is recorded inthe system.Result recording is followed by Valuation of sample and Usage decision on the sample.

In Calibration work, as detailed later in the document, if the Test Equipment is found to be unfit foruse, i.e. its MIC readings are not as per standard or not within prescribed tolerances, based on theUsage decision, the Equipment can be deactivated eore-Frequency of Maintenance planincreasedeore-Notification can be generated.

5. Steps in Calibration - Test Equipment Management

a. Master data - Equipment master should be created/must exist

It is better to have a separate category for Test Equipments. So have created a category''1'' for Test equipments in Sandbox and done necessary settings for the same. However,continuing with current Equipment categories will also allow the process to run.

Transaction code: IE01 {Create)/IE02 {Change)/IE03 (Display)

Page 3: Calibration Process in SAP PM

Ow,. Equipment : Initial Screen

..: r_ ....... CIIIIgary dooc...

f A!tt 0bI!0SII~R~~T:TN~

Page 4: Calibration Process in SAP PM

0.,. EquipmMt: Loation

?JQQ '" ."p' W I(!J

II\l4dTo 11.IZ."n

W"'ftl' ~.

Equipment created with the number 3XXXXXXX

b. Creation of Class/Characteristics in system (On time creation master data)

Transaction code: Create Class - CL01, Create characteristics - CT04

Class Type = 005

Page 5: Calibration Process in SAP PM

Created a common Class for MICs and Characteristics PRESSUREMEAS for Electronic pressuretransmitter assuming it transmits signals in range of 4-20 milli ampere and calibrated in that range

Page 6: Calibration Process in SAP PM

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Page 7: Calibration Process in SAP PM

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c. Creation of Master Inspection Characteristics

Transaction code: OS21 (Create)/ OS23 (Change)/ OS34 (Display)

Page 8: Calibration Process in SAP PM

e0e ~ 16 9J~ JH.

C/ut. ,..,.. IMP«fJon ClYr«ter/$tk: InltMl Screen

Enter the Plant, Validity start date and reference characteristics (have used PRESSUREMEAS asreference characteristics)

Control Indicators are critical while creating MICs and a Sampling procedure (based on Fixedsampling with sample size 1 assigned). Catalogs can also be assigned

- - -

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Page 9: Calibration Process in SAP PM

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Characteristic 0010 10000000 01.01.2010 was created

d. Create Equipment Task List with Inspection point 300 and with assigned MIC's againatoperation

Transaction code: IA01 (Create)/IA02 (Change)/IA03 (Change)

Page 10: Calibration Process in SAP PM

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Please note that to classify a Task List as a Calibration Task List for Equipment, Inspection point 300is selected under Task List -> Header -> OM Data

In Operation screen, enter the Operation details and assign MIC or MIC's to operation. A samplingprocedure TESTEOPT (as created in OM) also assigned at MIC level

Page 11: Calibration Process in SAP PM

~ • CrNte Equipment T_ List Operation 0t!etviftI

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Save the Task List

e. Create a Maintenance Plan for scheduling Calibration work (usually calibration work isrecommended as a Periodically Planned work)

Transaction code: IP01

Here as an example a Strategy based plan using Task List created above has been used

A Maintenance plan category CL has been added for Calibration work.in Sandbox

Also a PM Order type CALS has been fully configured for Calibration work and should be used inCalibration plans

Maintenance plan 11511 created

f. Maintenance Plan is scheduled to generate a Calibration Order

Transaction code: IP10/lP30

Page 12: Calibration Process in SAP PM

~ . Schedule Najntaunce Plan:su.tegy p/.n 000000011511~ ,... "M~ J- ....

UII.. ("",oIIttn Dll.~ ~rvTI'I"'J~1M ,.... _ ."..,10""

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Calibration Maintenance order is generated post scheduling

g. Plan and release the Calibration order

Transaction code: 1W32

Plan Labour hours, Plan material components, Plan services in Order if and as relevantand release the order

Result - Order would be released for further processing and Inspection Lot would begenerated for Calibration recording.

Order will get the system status REL ILAS NMAT PRC SETC

ILAS means Inspection lot assigned

Page 13: Calibration Process in SAP PM

" . a..n,. ~/;lntion Order 8000000: CMtnI HMItJr

tJ!] fo t' fi e:i iJ GI e <.'JI!(I\.I (b,I<" I xrAl~ Il

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4. I •

h. Carry out calibration task, and process the Calibration order

This is as per current standard process and hence niot been detailed further

Labour hours (internal) are booked to order, Materials if any are Issued (Stockmaterial)/GR (Non stock material), Service entries (in case of external service) arerecorded against the Calibration order

i. Result RecordingiValuation and confirming Usage Decision

Transaction code: QA32

In selection screen, select Inspection Lot origin as 14. You can enter other selectioncriteria as Plant, period etc.

Execute the report

Page 14: Calibration Process in SAP PM

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Page 15: Calibration Process in SAP PM

ClYnge tam for insptJdion lot: Worldist for /nspedion LDtI

~Q) 1I[]8 9"1a IIrIDOItO tma Iii it.. a. r Ul Dt< jOt!«ts .J1l.e$J~ IIr&n1wnl1t Q1rtsc>«lOlIel"Jt QCt!tlw

Aa'll "'~lDIQIY IlJII u, ST (IQI!U: date Irl;! £m~ 9/!tm'l5tlM0010 1 ~ D 1 01 112012 01112012 lIB. CAlC

Select the Inspection Lot and click on Results for result recording

Page 16: Calibration Process in SAP PM

@ Results ~dll !:ioto Setlings En'{iroomenl InsQectlon pr~ssing S~stem l:Ielp

Record Results for Inspection Point: Inltllli Screen

~O

InspcctIon Lot

Operlltlon

14000000000000101 Test FQ Insp. lot

Oper.JAct.

1.0;. In"p"dlon Polnt )(

Char. fillet'

Inspection point

Idcntll1catlon

1 All ii,,, Kit'" .lI

140000000000

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Pressure Tronsrnltl'er

Test Equipment C<1l1lJr,llloll

Administrative data

InspectOr SBHATT

In51)('(1I00point

Equipment

Description

Qlllbralion done byDate of Jnspec:tiOO

Time of Inspection

I.&.. ASSigned Insp. Polnts 3

Enter Inspection result. Let us suppose it fails to meet the Calibration Limits -->select the Reject check box. Valuation will be marked with a Red cross.

Page 17: Calibration Process in SAP PM

J-:' ReaxrJ Results: CharacteIistic Overview

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Defects can also be recorded based on Catalog and Textual Descriptions

Page 18: Calibration Process in SAP PM

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A subsequent Notification can be created for same as wellSave the Result Recording and Click on Tab Usage Decision in QA32 Report Output screen

Usage decision would decide the action on Equipment - i.e whether it would be kept as usable orwould it be deactivated from active usage etc.

, .

Page 19: Calibration Process in SAP PM

! Ileaxd Usage Dedsion: Charaderistic Overview

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Enter usage decision and save the Inspection Lot. The Inspection Lot will be removed from QA32Report output list of Inspection Lots without UD - it will not show in List

Page 20: Calibration Process in SAP PM

e . <J d e0@ QMI6 {jocn !m~

ChIngI dill for insp«t/l1n lot: wottJiIt for Insp«t/I1n I.DtJ

'01 i[]8'di~ IIUJ,° Il!!a 'iI J . \ I D j

On saving the Usage decision, the PM data would be updated and PM Calibration Work Order wouldbe automatically assigned TECO status.

These are known as Follow up actions triggered and can be controlled through relevant systemconfiguration.